SFS

Sowell Financial Services Portfolio holdings

AUM $2.61B
1-Year Est. Return 21.25%
This Quarter Est. Return
1 Year Est. Return
+21.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.21B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,529
New
Increased
Reduced
Closed

Top Buys

1
+$32.9M
2
+$32.5M
3
+$30.6M
4
AAPL icon
Apple
AAPL
+$27.2M
5
MSFT icon
Microsoft
MSFT
+$23.6M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.4%
2 Financials 7.28%
3 Consumer Staples 7.15%
4 Healthcare 5.92%
5 Industrials 4.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1876
$4K ﹤0.01%
+136
1877
$4K ﹤0.01%
+107
1878
$4K ﹤0.01%
+100
1879
$4K ﹤0.01%
+89
1880
$4K ﹤0.01%
+35
1881
$4K ﹤0.01%
+380
1882
$4K ﹤0.01%
+246
1883
$4K ﹤0.01%
+115
1884
$4K ﹤0.01%
+50
1885
$4K ﹤0.01%
+517
1886
$4K ﹤0.01%
+232
1887
$4K ﹤0.01%
+103
1888
$4K ﹤0.01%
+114
1889
$4K ﹤0.01%
+191
1890
$4K ﹤0.01%
+59
1891
$4K ﹤0.01%
+178
1892
$3K ﹤0.01%
+455
1893
$3K ﹤0.01%
+23
1894
$3K ﹤0.01%
+46
1895
$3K ﹤0.01%
+22
1896
$3K ﹤0.01%
+1,100
1897
$3K ﹤0.01%
+31
1898
$3K ﹤0.01%
+33
1899
$3K ﹤0.01%
+85
1900
$3K ﹤0.01%
+253
74 75
76
77 78